Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
โ
of holders' portfolios
13F filers
1
institution
Market cap
$1.8B
266M shares
52-week range
$4.75 โ $11.27
33% from low
Sector
NATURAL GAS TRANSMISSION & DISTRIBUTION
Exchange
NASDAQ
CS
NextDecade Corp is a Houston-based energy company engaged in construction and development activities related to the liquefaction of natural gas, the sale of LNG, and the capture and storage of CO2 emissions. The group is constructing and developing a natural gas liquefaction and export facility located in the Rio Grande Valley near Brownsville, Texas (the Rio Grande LNG Facility). It also engaged in NEXT Carbon Solutions, advancing proprietary processes to lower the cost of utilizing carbon capture and storage (CCS) and help companies reduce their emissions and achieve their clean energy goals.
www.next-decade.comNo one on the platform currently holds NEXT.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-03-31 | 188,200 | $1.5M |
No one on the platform has traded NEXT yet.
$NEXT What happened to Qatar north field ? All LnG trains are dark
View on StockTwits โ$NEXT Something Schatzman said on the Q2 call that I haven't seen a single analyst pick up on... He floated the idea of buying back equity interest in Phase 1 from their own partners. Not selling down โ buying up. Think about what that means. Right now NEXT gets 20.8% of Phase 1 cash flows while GIP, TotalEnergies, GIC, and Mubadala take the other 79.2%. Those partners came in when NEXT needed capital and construction risk was real. That risk is almost gone now. Train 1 is 74% complete with gas going in the facility this year. The asset these partners bought into at a discount to de-risk NEXT is about to start printing cash. A 5% buyback of Phase 1 interest costs ~ $600โ800M at fair value. In return you get ~ $180โ240M in additional annual distributable cash flow at current margins. On 264M shares that's ~ a 1$ of annual cash flow per share that simply didn't exist before. At a 15x multiple, you've just created $10โ14 of share price on top of the current price, that NOBODY's model has.
View on StockTwits โ$NEXT Jazan Saudi Arabia refinery just got popped for a third time. Thank you Houthas
View on StockTwits โ$VG $NEXT $LNG Remember VG is an INVESTMENT NOT A TRADE. Small timers with the small time action are just noise and pain in the ass. "The stock market is a device to transfer money from the impatient to the patient."
View on StockTwits โ$VG u need to let this trade go... No one is feeding your f ing flips Crude is up.. $NEXT is up $LNG is up
View on StockTwits โ$VG stop f'ing be lame , selling and flipping .. Support the co just like $LNG does $NEXT investors are far better .. even tho they only with to have 1.3 b in net profits
View on StockTwits โ$VG $NEXT $LNG Yeah I am sure is all BS and u are all confused.. but let the dot GOV SHORT crude without affecting LNG exporters.. Is a f ing Algo thing.. do nothing and low lov high frequency shorts will disappear just as if... Look at wto domestic crude.. rings a bell??.. has nothing to do with US LNG EXPORTER companies So tired of explaining to retail rev producing companies are not indexed funds for trading in line with commodity oil or gas... F it
View on StockTwits โ$NEXT $VG $LNG At least for now, Alaska LNG is one less potential source of incremental U.S. LNG supply competing for long-term Asian buyers https://oilprice.com/Latest-Energy-News/World-News/Alaska-LNG-Pipeline-Bill-Dies-in-Legislature-Governor-Fires-Back.amp.html
View on StockTwits โHormuz MoU expires Aug. 18. Insurers have stopped covering tanker transit, and SPR is critically low. Calm at the pump could mask a new oil supply gap later in Sept. Add rising Atlantic hurricane risk around Gulf LNG, and energy volatility could reaccelerate fast. $VG $NEXT
View on StockTwits โ$GRAB $NEXT added to the port! $1k of each for now
View on StockTwits โ$NEXT https://energiesmedia.com/nextdecade-electrical-systems-rio-grande-lng/
View on StockTwits โRecent $TICKER stream from stocktwits.com โ refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $316M | โ | $-2.17 | $-2.79โ$-1.55 | โ | 2 |
| 2027 | $1.2B | +267.6% | $-0.82 | $-1.84โ$0.20 | โ | 2 |
| 2028 | $2.7B | +129.4% | $-0.68 | $-0.84โ$-0.51 | โ | 2 |
| 2029 | $6.0B | +125.9% | $0.36 | $0.23โ$0.49 | 19.1ร | 1 |
Forward consensus ยท growth is YoY vs the prior fiscal-year estimate ยท Fwd P/E at the current price ยท source: Financial Modeling Prep
| Symbol | Price | Today | Mkt cap | P/E |
|---|---|---|---|---|
| NEXTNextdecade Corp | $6.78 | +0.30% | $1.8B | โ |
| AESIAtlas Energy Solutions Inc. | $11.79 | +0.43% | $1.5B | โ |
| BTEBaytex Energy Corp. | $4.29 | -1.61% | $3.2B | โ |
| CLMTCalumet Inc. | $48.79 | +3.39% | $4.3B | โ |
| DNOWDnow Inc. | $16.31 | -3.15% | $3.0B | โ |
| EFXTEnerflex Ltd. | $21.48 | +0.28% | $2.6B | โ |
Source: Financial Modeling Prep ยท peers by sector/industry
| FLNGFLEX LNG Ltd |
| $30.31 |
| +2.75% |
| $1.6B |
| โ |